Optimum Investment Advisors Closed Holding Positions

Optimum Investment Advisors

$207 Million
Q1 2025

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
INSI Insight Select Income Fund Financial Services	Q3 2018 Filed on Oct 05, 2018	64	$18.03 - $19.39 $1.15K - $1.24K
FTF Franklin LTD Duration Income Trust Financial Services	Q3 2018 Filed on Oct 05, 2018	4,000	$10.1 - $11.55 $40.4K - $46.2K
AUY Yamana Gold Inc. Basic Materials	Q2 2018 Filed on Oct 05, 2018	5,000	$2.65 - $3.15 $13.3K - $15.8K
Rydex ETF Trust	Q2 2018 Filed on Oct 05, 2018	390	N/A
Liberty Interactive Corp	Q2 2018 Filed on Oct 05, 2018	375	N/A
Powershares ETF Trust	Q2 2018 Filed on Oct 05, 2018	3,000	N/A
Currencyshares Australian Dl	Q2 2018 Filed on Oct 05, 2018	200	N/A
BMO Bank Of Montreal Financial Services	Q2 2018 Filed on Oct 05, 2018	1,000	$74.84 - $79.49 $74.8K - $79.5K
MIDD Middleby Corp Industrials	Q3 2018 Filed on Oct 05, 2018	250	$98.85 - $129.65 $24.7K - $32.4K
Powershares ETF Trust	Q2 2018 Filed on Oct 05, 2018	150	N/A
IT Gartner Inc Technology	Q2 2018 Filed on Oct 05, 2018	15	$115.06 - $138.47 $1.73K - $2.08K
Thomson Reuters Corp	Q3 2018 Filed on Oct 05, 2018	950	N/A
MHO M/I Homes, Inc. Consumer Cyclical	Q2 2018 Filed on Oct 05, 2018	500	$26.03 - $34.26 $13K - $17.1K
Powershares ETF Tr Ii	Q2 2018 Filed on Oct 05, 2018	300	N/A
Barclays Bk PLC	Q2 2018 Filed on Oct 05, 2018	1,500	N/A
IIIN Insteel Industries Inc Industrials	Q2 2018 Filed on Oct 05, 2018	50	$26.64 - $35.07 $1.33K - $1.75K
SPEM Spdr Ser Tr Fds Spdr Portfolio ETFs	Q2 2018 Filed on Oct 05, 2018	148	N/A
Rydex ETF Trust	Q2 2018 Filed on Oct 05, 2018	86	N/A
Rydex ETF Trust	Q2 2018 Filed on Oct 05, 2018	1,126	N/A
Powershares ETF Tr Ii	Q2 2018 Filed on Oct 05, 2018	3,116	N/A
Powershares ETF Trust	Q2 2018 Filed on Oct 05, 2018	2,202	N/A
Powershares ETF Tr Ii	Q2 2018 Filed on Oct 05, 2018	1,000	N/A
Dr Pepper Snapple Group Inc	Q3 2018 Filed on Oct 05, 2018	166	N/A
Direxion Shs ETF Tr	Q3 2018 Filed on Oct 05, 2018	100	N/A
EDV Vanguard Extended Duration Tre ETFs	Q3 2018 Filed on Oct 05, 2018	300	N/A
Wells Fargo CO New	Q3 2018 Filed on Oct 05, 2018	11	N/A
Powershares ETF Trust Ii	Q2 2018 Filed on Oct 05, 2018	3,000	N/A
ST Sensata Technologies Holding PLC Technology	Q2 2018 Filed on Oct 05, 2018	400	$47.58 - $54.42 $19K - $21.8K
Powershares ETF Tr Ii	Q2 2018 Filed on Oct 05, 2018	74	N/A
Powershares ETF Tr Ii	Q2 2018 Filed on Oct 05, 2018	110	N/A
Powershares ETF Tr Ii	Q2 2018 Filed on Oct 05, 2018	143	N/A
Williams Partners L P New	Q3 2018 Filed on Oct 05, 2018	866	N/A
Kkr & CO L P Del	Q3 2018 Filed on Oct 05, 2018	2,060	N/A
HHC Howard Hughes Corp Real Estate	Q3 2018 Filed on Oct 05, 2018	60	$123.03 - $142.24 $7.38K - $8.53K
Powershares ETF Trust Ii	Q2 2018 Filed on Oct 05, 2018	400	N/A
EDIV Spdr S&P Emerging Dividends Et ETFs	Q3 2018 Filed on Oct 05, 2018	400	N/A
Powershares ETF Tr Ii	Q2 2018 Filed on Oct 05, 2018	1,306	N/A
Dunkin Brands Group Inc	Q3 2018 Filed on Oct 05, 2018	375	N/A
Powershares ETF Tr Ii	Q2 2018 Filed on Oct 05, 2018	700	N/A
Wpx Energy Inc	Q3 2018 Filed on Oct 05, 2018	166	N/A
Powershares ETF Tr Ii	Q2 2018 Filed on Oct 05, 2018	2,343	N/A
Claymore Exchange Trd Fd Tr	Q2 2018 Filed on Oct 05, 2018	7,600	N/A
Claymore Exchange Trd Fd Tr	Q2 2018 Filed on Oct 05, 2018	2,300	N/A
Claymore Exchange Trd Fd Tr	Q2 2018 Filed on Oct 05, 2018	8,300	N/A
CUBI Customers Bancorp, Inc. Financial Services	Q3 2018 Filed on Oct 05, 2018	1,500	$23.31 - $29.8 $35K - $44.7K
Claymore Exchange Trd Fd Tr	Q2 2018 Filed on Oct 05, 2018	6,610	N/A
Claymore Exchange Trd Fd Tr	Q2 2018 Filed on Oct 05, 2018	5,400	N/A
Claymore Exchange Trd Fd Tr	Q2 2018 Filed on Oct 05, 2018	8,600	N/A
Claymore Exchange Trd Fd Tr	Q2 2018 Filed on Oct 05, 2018	6,850	N/A
Claymore Exchange Trd Fd Tr	Q2 2018 Filed on Oct 05, 2018	6,200	N/A

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